Ceylinco Life Insurance — Cementing Customer Relationships With SimpleCRM

Overview

Ceylinco Life Insurance, Sri Lanka's leader in life insurance, implemented SimpleCRM to consolidate business information in a single 'customer golden copy', deliver superior customer service through an advanced ticketing system, run digital marketing campaigns, and empower their sales agents.

The Challenge

• Lead Clarity: Lack of clarity on leads generated through various sources.
• Campaign Tracking: No proper system to track marketing campaigns.
• Fragmented Service: Disconnected service channels and scattered data.

The SimpleWorks Solution

• Comprehensive on-premise CRM unifying customer information in a single Customer360 dashboard.
• Multi-Channel Lead Management covering complete lead lifecycle.
• Multi-Channel Support Centre servicing customers across self-service portals, chatbots, emails, and social listening.
• Campaign Management for streamlined digital marketing.

Noteworthy

SimpleCRM unified Ceylinco Life's entire customer engagement stack — consolidating 26+ systems, configuring 400+ business processes, and delivering a true omnichannel experience.